# Compare Financial Cents vs Firm360 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Financial Cents and Firm360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/186837-197013/Financial-Cents-vs-Firm360 --- # Financial Cents vs Firm360 Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Financial CentsFirm3602/4 selected [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[4.8 (261)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) [## Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[4.8 (261)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting Price $19.00/month Value-for-Money 4.7 Functionality 4.7 Ease of Use 4.9 Customer Service 4.7 Reviews Sentiment Based on [261 reviews](#user-reviews) Positive 260 Neutral 0 Negative 1 [## Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.5 Ease of Use 4.6 Customer Service 4.8 Reviews Sentiment BB Based on [159 reviews](#user-reviews) Positive 151 Neutral 6 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 3,245 reviews from accounting practice management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 83%Fit High performer Feature ratings Client Portal 4.6 Task Management 4.8 Client Management 4.8 Document Management 4.5 Due Date Tracking 4.8 80%Fit Feature ratings Client Portal 4.6 Task Management 4.6 Client Management 4.8 Document Management 4.5 Due Date Tracking 3.8 User satisfaction User satisfaction 4.8 User reviews[261](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Ease of use 4.9 Functionality 4.7 Value for money 4.7 Customer support 4.7 User satisfaction 4.7 User reviews[159](https://www.capterra.com/p/197013/Firm360/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.6 Customer support 4.8 Price starts from Price starts from $19Per User, Per Month - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for We focus on all accounting firms and professionals (Accounting, Bookkeeping, Tax CPAs) Best for Accounting firms, CPAs, and accounting professionals. ## User reviews Pros & cons Candance W. CEO > "Accounting software Integration: FC offers payment processing that integrates with my accounting system, AND integrates directly with my client's accounting..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7080096) Marcus S. Founder and CEO > "The price point is a bit high for smaller firms just getting started and it does not have the full Financial Statement connectivity yet to QBO to perform..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7078453) Candance W. CEO > "FC's tutorials are straight forward and great for visual learners like myself. And, built in time tracking is helpful in understanding time budgeting for my..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7080096) DB David B. Partner > "There is no file editing capabilities built in but there is also no way to sync files so you are forced to download them each time. When uploading files..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012146) Nick I. Firm owner > "It provides everything I need, including secure document sharing, a dedicated client portal, and helpful automation features." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7073853) TT Travis T. Bookkeeper > "not having a monthly plan for the subscription, I wish there was a monthly subscription for those small businesses like myself that can't afford to dish out..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7077507) AW Angeliese W. Owner and Founder > "I love that I can manage documents, passwords, client communications, set up recurring or non-recurring templates with recurring monthly tasks for each..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011865) Nick I. Firm owner > "As a solo practitioner, I wear every hat in the business, and I used to waste so much time chasing down documents and managing emails." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7073853) CE Cara E. Business Operations Director > "It has upped our efficiency, keeps us on track, and helps us keep key information (e.g., sending a paper vs digital return, text rather than call..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011633) LM Luis M. Business Manager > "This causes an issue with Financial Cents because the client portal isn't able to be set to a different language." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7060954) CS Cindy S. CPA > "The chat feature works beautifully for client communication, and I really appreciate the customization options that allow us to tailor the system to fit our..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011675) Candance W. CEO > "Template Import/Export: You can't import or export a template to work on it outside of FC." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7080096) RS Robin S. Accountant CFO > "I love the integration of all aspects of the client - email, proposals, engagement letters, billings, tasks (my team and client team), document sharing, time..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6808850) SW Shauntcy W. CEO and Bookkeeper > "Being billed in USD adds unnecessary fluctuations to my costs because of the exchange rate, and it makes budgeting just a little more complicated." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011656) Stephen L. Owner > "Overall, I'm highly impressed with everything that I have used Financial Cents for in my bookkeeping firm, and I'm excited to learn about more of its..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7144459) KC Kat C. Bookkeeper > "Another issue is that my clients rarely use the “Attach Documents” button; they tend to send documents directly to my email instead." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016444) AW Angeliese W. Owner and Founder > "I think the integration between QuickBooks for both quick access to the client file in QuickBooks and the chart of accounts, transaction connection is..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011865) KH Kerri H. CEO > "So far the only negative would be that I have a part time employee that does not have access to the software because he only works for me a few hours a month..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7015267) RD Raegan D. Owner, Bookkeeper > "May favorite feature may be the Client Vault where you can store login credentials, account numbers, and direct links to financial sites." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011501) KL Kristen L. CEO > "I would love to integrate my email and add my logo and branding, but I can't unless I'm paying an additional $360/year." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016914) VR Verified Reviewer Accountant > "its simplicity and organization - it makes tracking client work, deadlines, and team progress effortless, all in one clear and easy-to-navigate platform" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7023215) VR Verified Reviewer Accounting Staff > "Currently, Excel files aren’t supported on the platform, so you can’t open them directly after uploading." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012064) KN Khanh N. Owner > "The biggest benefit is visibility into deadlines, task status, and outstanding items across engagements." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7121639) HL Hannah L. Owner > "I did not find the billing function to integrate with QBO seamless, it caused more work for myself." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011789) CS Cindy S. CPA > "We can automatically send updates to clients when certain steps of a project are complete, which saves us time and keeps clients in the loop." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011675) KE Katherine E. CEO > "Sometimes there are some issues with notifications or projects automatic notifications don't get sent" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7014672) Stephen L. Owner > "Speaking of onboarding, I was really impressed with all of the tips and tricks that were communicated clearly as I began my use of the service, and any time..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7144459) JS Jennifer S. Team Lead > "The only thing I can think of is that I can't choose period dates for semi-annual projects." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011648) KC Kat C. Bookkeeper > "It’s a perfectly tailored platform for small accounting and bookkeeping businesses that don’t want to deal with overly complex tools just to track upcoming..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016444) VR Verified Reviewer Accountant > "Sometimes, The user interface is not easy to navigate, there are times that I encounter some errors when opening some dashboards" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016644) Candance W. CEO > "Centralized Client Resources: Being able to put links to external resources is a game changer for me." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7080096) LM Luis M. Business Manager > "This will complicate the client experience for Spanish speakers." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7060954) KL Kristen L. CEO > "The ability to sync with QuickBooks, payment processing fees are significantly less than processing through QuickBooks, I love the client portal." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016914) DB David B. Partner > "There is no easily accessible area to view all communications with the clients or staff." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012146) MH Montana H. Owner > "The client portal is simple and secure, letting clients upload payroll files without needing a login, which saves me hours." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7013484) DB David B. Partner > "Honestly, the software feels incomplete and hampered by some really perplexing design decisions that really hurt productivity." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012146) AG Aileen G. Owner > "It keeps our team aligned, streamlines our recurring processes, and helps us collaborate more effectively with our clients." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7013479) YS Yana S. CPA and Owner > "Workflow management for my small business has been difficult." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6826018) Marcus S. Founder and CEO > "Financial Cents has so much functionality to be an all-in-one practice management software for our Client Accounting Services company. " [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7078453) DB David B. Partner > "Overall, I would say there are better solutions out there but unfortunately we have already committed with a couple of clients and won’t make them learn new..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012146) DZ Dana Z. Owner > "I especially appreciate the built-in time tracking and workflow templates, which have helped us stay consistent across the team and clients" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012433) DB David B. Partner > "They will hound you to use it even if it is a downgrade from what you are using." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012146) JB Jackson B. Staff Accountant > "Each project is streamlined through automated templates, allowing us to standardize processes and deliver consistent results." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011660) KC Kat C. Bookkeeper > "I am not sure why but I think they are not confident to upload their documents directly in the portal?" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016444) AG Aileen G. Owner > "The benefit for us is efficiency and consistency; the benefit for our clients is confidence that their books are accurate, deadlines are met, and they always..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7013479) NM Nicole M. Owner > "The client portal (need a place to put client deliverables, this is a feature that will be coming) and document management systems don't function in a way..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___5096318) HL Hannah L. Owner > "Using Financial Cents has allowed me to grow my bookkeeping firm by cutting down the manual labour that went into client management." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011789) NB Natalie B. Admin Assistant and Bookkeeper > "We will never go back to how it was before we discovered Financial Cents." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011574) JD Jill D. Bookkeeper > "The automations, automatic reminders, and the way it streamlines my whole accounting processes with my clients." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6433539) VF Victoria F. Owner - Bookkeeper > "Can't seem to customize dashboards." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6790039) VR Verified Reviewer CEO and Strategic Bookkeeper > "They regularly update their roadmap and inquire when new features are being considered so they can build the best product for their audience." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011674) KC Kyle C. Owner > "Setup can be tricky and time consuming." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6418109) KN Khanh N. Owner > "Financial Cents helps me keep recurring client work organized in one place." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7121639) TD Tamara D. CEO > "The only con is that the price increases regularly and you want to join asap to get grandfathered into new features." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6103889) CKG Chelsey K G. Founder and CEO > "The recurring workflows save me hours every month, and the dashboard makes it simple to see exactly what needs to get done." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011658) KW Kennyon W. Owner > "Clients are not able to setup a username and password." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6165044) KC Kat C. Bookkeeper > "What I like most about Financial Cents is its simple and intuitive interface, which is also highly effective for team collaboration and client communication." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016444) CL Carter L. Owner > "Sometimes customer service can take 20-30 minutes to respond to a chat" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6070007) Alicia S. Bookkeeper > "The integrations make my processes more efficient, while the built-in accountability features keep my team and projects on track." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011866) TT Theresa T. CEO > "The price is a little high for 2 users." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6136963) Stephen L. Owner > "The AI tools built in to make efficient work more possible has already saved me time each month. " [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7144459) Jessica F. Owner > "The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___3024668) MLT Michelle L. T. Firm Owner > "FC keeps me organized, removes the document request and collection headaches, and lets me do what I do best." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7016462) Alain M. President > "Unable to link my Microsoft Exchange email account" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___4648896) GG Gloria G. Owner > "I love the time tracking feature as well so I can see my profitability for each month or for each client. " [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011618) Jessica F. Owner > "I can't use this until they allow me to customize the text and branding." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___3024668) HMH Helena M H. Founder and CEO > "Instead of juggling multiple systems, I can rely on one tool to streamline operations and bring peace of mind to both myself and my clients." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012106) JM Johneah M. owner > "Clients don't respond timely enough to really get the benefits of the software within 15 days." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___3021689) AJ Adam J. CEO > "It has simplified collaboration, improved task visibility, and helped ensure deadlines are met. While there’s room for growth, the team is highly responsive..." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___6732129) CR Colin R. Owner and President > "Minor quirks such as not being able to assign multiple clients to one project and cannot email tasks to the software" [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___2471351) João C. Accountant and Tax Consultant > "Financial Cents gives us peace of mind with strong security for sharing and requesting documents from clients, while offering great value for money." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7012014) CV Cathleen V. CPA / Owner > "Our workflows were not even being utilized in our prior software as they were too convoluted and contributed to the noise. " [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___2472466) Sylvia M. Bookkeeper > "The workflow tools and client portal make managing client work seamless, and I have peace of mind knowing nothing slips through the cracks." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___7011663) CV Cathleen V. CPA / Owner > "Lack of collaboration with team members was a frustrating problem." [See full review](https://www.capterra.com/p/186837/Financial-Cents/#Capterra___2472466) [View Reviews](https://www.capterra.com/p/186837/Financial-Cents/reviews/) BB Benjamin B. CFO > "The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) BB Benjamin B. CFO > "The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "Our clients struggle with using a mobile device for document upload." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) Ashleigh L. Audit Manager > "From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) KY Kelly Y. Staff Accountant > "I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) MR Monica R. Enrolled Agent and President > "Now, everything is streamlined in one place—client management, document storage, task tracking, and communication." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CT Christine T. Payroll Specialist > "not being able to set up reoccurring projects in multiple clients at once" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6400009) KR Krunal R. Senior Tax Accountant > "This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) TO TAMMY O. Administration > "Search bar in printing to file is small and hard to click on." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6382436) BB Benjamin B. CFO > "Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) AC Alessandro C. Chief Operating Officer > "There are many issues that were a step back for us as a firm." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6403393) MR Monica R. Enrolled Agent and President > "The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive,..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) SB Shayla B. Staff Accountant > "It's not as visually organized as I'd prefer" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6618020) MR Monica R. Enrolled Agent and President > "My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) DB David B. Owner > "Hard to find a support telephone phone #" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882) SM Shauna M. Project Coordinator, Executive Assistant > "With Firm360, the documents are immediately and reliably delivered to a client when we want." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6351687) TM Tracy M. CPA > "I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514705) MJ Melissa J. Admin > "I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003912) JP Julie P. Senior Administrative Assistant > "The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514450) KG Kelli G. Accountant > "The client portal eliminates the need to pass paperwork or clutter up email inboxes." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) TA Tyler A. Owner > "There isn't much that isn't available that my firm needs." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4948216) MR Monica R. Enrolled Agent and President > "What I love most is the workflow automation—nothing falls through the cracks anymore." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CM Cynthia M. Administrative Manager > "I don't like that I can't run a better time entered report to calculate payroll hours to be paid. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514250) KR Krunal R. Senior Tax Accountant > "The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) JT Julie T. Admin assistant > "Not being able to complete a task and record my time after it's completed" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4188929) MD Meghann D. Receptionist > "Firm360 does a great job of keeping all of our client's files at our fingertips." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6360402) JP Janice P. Office Manager > "The search/filter functions aren't available on all input fields." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) ME Michelle E. Firm Administrator > "This saves so much time not having to save to your computer and then upload the PDF." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) HK Hannah K. Staff Accountant > "It was difficult to create a due date list for projects that were assigned to me." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4254560) JA Jodi A. Partner > "Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) VS Virginia S. Office Administrator > "I don't like going "out of a client" and then have to search for another one that was tied to the first one." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) Ashleigh L. Audit Manager > "The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) MB Meghan B. Owner > "The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4195698) SR Stephanie R. Ownner > "I have found productivity increasing and billing to be easier once I got started with it." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6538397) DR Daniel R. President > "Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm)..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198) ME Michelle E. Firm Administrator > "I am fairly new to Firm360 but it seems to be very user friendly and has good searching capabilities." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) VS Virginia S. Office Administrator > "Asking the client to email us saying there is a document uploaded doesn't seem right. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) JS Joshua S. Partner > "Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107) ZJ Zanette J. Office Manager > "It’s just a lot to learn." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549) AN Alan N. Owner > "We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6157003) JP Janice P. Office Manager > "There is no true integration with Outlook." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) MM Mario M. Quality Control > "It made it so easy to look for a project and assigned tasks." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) GC Gabriela C. Accounting Associate > "I did not like that you can't edit the task only the project." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3536108) Kentall S. Sales And Marketing Associate > "Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4745652) BW Ben W. Senior Accountant > "I think there are some repetitive features within the software." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3516461) JA Jodi A. Partner > "Overall the product was exactly what we needed to organize our practice." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) SP Sonja P. Owner > "One thing that I find I'm missing is the email function to be able to send and reply to emails." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2953755) KG Kelli G. Accountant > "Project collaboration across a team is easier than ever." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) CA Christopher A. Manager > "Staff seems resistant to change........." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511) DM Dawn M. Partner > "They were always available. As I use the program more, I am finding it easy to navigate." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6543458) LA Leigh A. Communications Director > "Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2931290) MM Mario M. Quality Control > "It's supper easy to use and helpful to keep your files organized." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) MP Melinda P. Staff Accountant > "Lack of training." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436) KY Kelly Y. Staff Accountant > "Overall the application is great and we're learning new ways to use it every day." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) CH Cyndi H. Owner > "The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2470565) [View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) ## User interface 4.81 (261) [Firm360](https://www.capterra.com/p/197013/Firm360/) 4.69 (159) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Accounting 207 Important Accounting Integration 150 Important Activity Dashboard 120 Important Financial Cents Top features 42/50 - Accounting - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Appointment Management - Approval Process Control - Approval Workflow - Audit Trail - Billing & Invoicing - Client Management - Client Portal - Configurable Workflow - Credit Card Processing - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Document Templates - Due Date Tracking - Electronic Payments - Email Management - Expense Tracking - Financial Analysis - Financial Management - For Accountants - For CPA Firms - Generative AI - Invoice Management - Invoice Processing - Messaging - Multi-Currency - Online Payments - Progress Tracking - Project Management - Project Time Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Secure Data Storage - Staff Management - Status Tracking - Task Management - Third-Party Integrations - Time & Expense Tracking - Timer [See all features](https://www.capterra.com/p/186837/Financial-Cents/#features) Firm360 40/50 - Accounting - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Appointment Management - Approval Process Control - Approval Workflow - Audit Trail - Billing & Invoicing - Client Management - Client Portal - Configurable Workflow - Credit Card Processing - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Document Templates - Due Date Tracking - Electronic Payments - Email Management - Expense Tracking - Financial Analysis - Financial Management - For Accountants - For CPA Firms - Generative AI - Invoice Management - Invoice Processing - Messaging - Multi-Currency - Online Payments - Progress Tracking - Project Management - Project Time Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Secure Data Storage - Staff Management - Status Tracking - Task Management - Third-Party Integrations - Time & Expense Tracking - Timer [See all features](https://www.capterra.com/p/197013/Firm360/#features) ### Recognition Financial Cents is recognized as a top-rated tool in 3 Capterra Shortlist reports Best Value Accounting Practice ManagementSoftware (2025)  Firm360 Best Value Time TrackingSoftware (2023)  ### Deployment & support Financial Cents Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Firm360 Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Financial Cents - By Financial Cents - Located in United States - Founded in 2018 Firm360 - By Firm Software - Located in United States - Founded in 2019 ## 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